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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,229 | $162,136+23.5% | $152,301+31.5% | $154,746+29.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.47% | 91.02%-81.6pp | 80.50%-71.0pp | 172.34%-162.9pp |
| Employer contribution / active EE | $4 | $4,890-99.9% | $4,624-99.9% | $4,379-99.9% |
| Participant deferral / active EE | $7,945 | $8,341-4.7% | $8,004-0.7% | $6,730+18.0% |
| Admin fee / account holder | $35,497 | $15,759+125.2% | $14,398+146.5% | $14,365+147.1% |